Institutional Ownership Bondbloxx ETF Tr Ccc Rated Usd (XCCC)
This table provides information about the institutional ownership of Bondbloxx ETF Tr Ccc Rated Usd (XCCC). We have compiled data on the 29 institutions that hold shares in the stock, with a total of 1.39 Million shares, which have been reported (via 13F filing form) to have a value of $51.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cache Tech Inc.
Logan, UT |
Feb 13, 2025 Q4 2024 |
253,150
shares
|
$9.46 Million
1.86% of portfolio
|
Q4 2024
Added 18.65%
|
|
|
Adams Wealth Management
|
Feb 13, 2025 Q4 2024 |
253,150
shares
|
$9.46 Million
2.05% of portfolio
|
Q4 2024
Added 18.65%
|
|
|
Municipal Employees' Retirement System Of Michigan
|
May 07, 2025 Q1 2025 |
121,654
shares
|
$4.54 Million
0.06% of portfolio
|
Q2 2022
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
109,259
shares
|
$4.08 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
100,232
shares
|
$3.74 Million
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
95,000
shares
|
$3.55 Million
0.0% of portfolio
|
Q1 2025
Added 216.67%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
88,738
shares
|
$3.31 Million
2.68% of portfolio
|
Q3 2024
Added 49.44%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
79,337
shares
|
$2.96 Million
0.16% of portfolio
|
Q4 2024
Added 33.81%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
44,282
shares
|
$1.65 Million
0.0% of portfolio
|
Q1 2025
Added 14.41%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Feb 18, 2025 Q4 2024 |
43,353
shares
|
$1.62 Million
0.79% of portfolio
|
Q4 2024
Added 167.83%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Feb 12, 2025 Q4 2024 |
36,319
shares
|
$1.36 Million
0.03% of portfolio
|
Q4 2024
Added 2.33%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Apr 29, 2025 Q1 2025 |
28,350
shares
|
$1.06 Million
0.47% of portfolio
|
Q1 2025
Reduced 34.36%
|
|
|
Hbw Advisory Services LLC
|
Apr 09, 2025 Q1 2025 |
26,088
shares
|
$974,386
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Apr 17, 2025 Q1 2025 |
25,621
shares
|
$956,944
1.1% of portfolio
|
Q1 2025
Added 5.05%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
16,869
shares
|
$630,057
0.04% of portfolio
|
Q1 2025
Added 1177.95%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
14,950
shares
|
$558,382
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Swan Global Investments, LLC
Durango, CO |
Feb 11, 2025 Q4 2024 |
14,272
shares
|
$533,059
0.03% of portfolio
|
Q4 2024
Added 21.98%
|
|
|
Vontobel Holding Ltd.
|
Apr 25, 2025 Q1 2025 |
13,000
shares
|
$485,550
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wt Wealth Management
|
May 05, 2025 Q1 2025 |
6,482
shares
|
$242,102
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
5,517
shares
|
$206,059
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
5,512
shares
|
$205,873
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,932
shares
|
$72,160
0.0% of portfolio
|
Q4 2024
Added 13.51%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,853
shares
|
$69,209
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 08, 2025 Q1 2025 |
99
shares
|
$3,697
0.01% of portfolio
|
Q1 2025
Added 22.22%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
89
shares
|
$3,324
0.0% of portfolio
|
Q1 2025
New holding
|